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Fiduciary Jobs in Newtown

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United States
Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

wealth transfer, charitable and retirement planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate... taxation. This includes planning and executing client tax engagements. - Collaborate with specialists regarding state and local taxatio...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

transfer, charitable and retirement planning, and tax compliance. - Lead the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate... taxation. This includes planning and executing client tax engagements that exceed client expectations and company profitability thresholds. - A...

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Posted On Aug 20, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates family Insurance Litigation Probate Profit Sharing Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates family Insurance Litigation Probate Profit Sharing Taxation trusts Wills

Title: Trust & Estate Associate Job Responsibilities: The Trust & Estate Associate will join the Private Wealth, Estates & Trusts Practice Group at a law firm. The role involves drafting legal documents such as Last Wills and Testaments, revocable and irrevocable trusts,...

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Posted On Aug 07, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
asset management Asset Protection Conservatorship Elder Law Estate and Trust family fiduciary Financial Institutions Guardianship health insurance Litigation Medicaid partnerships Social Services Software trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
asset management Asset Protection Conservatorship Elder Law Estate and Trust family fiduciary Financial Institutions Guardianship health insurance Litigation Medicaid partnerships Social Services Software trusts Wills

Title: Associate Elder Law Attorney Job Responsibilities: The Associate Elder Law Attorney will work closely with the managing partner and other professionals at the law firm to provide clients with peace of mind regarding their estate and elder law needs. The primary...

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Posted On Aug 24, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Litigation Medicaid pleadings Software
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Litigation Medicaid pleadings Software

Title: Paralegal Job Responsibilities: The paralegal role involves supporting attorneys in various client matters related to estate planning, administration, Medicaid applications, litigation, and other aspects of estate and elder law practice. Key duties include: - Utilizing templates to draft legal documents such as...

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Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

healthcare directives. - Develop complex asset-protection and Medicaid planning strategies. - Advise clients on estate, inheritance, and tax implications. - Manage estate and trust administration matters. - Prepare fiduciary accounts and estate and... inheritance tax returns. - Guide Medicaid spend-down strategies and application processes. - Repres...

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Posted On Aug 07, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
depositions Estate Planning evidence pleadings Software trials
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
depositions Estate Planning evidence pleadings Software trials

Title: Law Firm Paralegal Job Responsibilities: The role of a Law Firm Paralegal involves overseeing the general administrative functions within the legal department and supporting attorneys by providing essential clerical and research services. The primary responsibilities include: - Providing clerical support for...

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Posted On Jul 23, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Insurance Litigation Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Insurance Litigation Probate trusts

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Independently handle estate planning and estate administration files, which includes conducting client meetings and drafting necessary documents. - Guide clients through the probate and trust settlement process. - Draft trust and estate documents that are...

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Posted On Jul 23, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills

Title: Trusts & Estates Paralegal Job Responsibilities: The Trusts & Estates Paralegal will play a pivotal role in assisting clients and their families throughout the estate planning or probate and trust administration processes. Key responsibilities include: - Drafting estate planning documents such as...

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Posted On Aug 04, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials

Liability Claims, including Public Company D&O, Private Company D&O, Employment Practices Liability, and Fiduciary Liability claims. - Conduct thorough... investigations, analysis, evaluation, and resolution of Management Liability claims with moderate supervision. - Prepare and present reports reflecting loss development, potential/actual financial...

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Posted On Sep 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

Title: Estates and Trusts Attorney Job Responsibilities: The Estates and Trusts Attorney will be responsible for supporting clients with their estate planning needs and managing estate and trust administration clients. Key duties include: - Meeting with clients to design and...

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Posted On Jul 28, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Real Estate - General Real Estate - Residential Transactions Real Estate - Purchase and Sale (Commercial) Probate Trusts and Estates - General
Job Tags:
agreements civil litigation closing documents commercial real estate condominium contracts creditors escrow Estate and Trust Estate Planning estate tax estates fiduciary Financial Institutions Government Guardianship health insurance Insolvent Insurance Litigation LLC Medical Malpractice personal injury Probate residential real estate title Wrongful Death
Practice Area:
Real Estate - General Real Estate - Residential Transactions Real Estate - Purchase and Sale (Commercial) Probate Trusts and Estates - General
Job Tags:
agreements civil litigation closing documents commercial real estate condominium contracts creditors escrow Estate and Trust Estate Planning estate tax estates fiduciary Financial Institutions Government Guardianship health insurance Insolvent Insurance Litigation LLC Medical Malpractice personal injury Probate residential real estate title Wrongful Death

Title Experienced Real Estate & Estate Administration Paralegal Job Responsibilities The Real Estate and Estate Administration Paralegal at the law firm will be responsible for assisting attorneys with residential and commercial real estate transactions, as well as probate and estate administration matters. The...

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Posted On Aug 23, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Litigation - Appellate Litigation - Commercial Personal Injury Defense Litigation - Trusts & Estates - Defense Probate
Job Tags:
appeals appellate civil litigation commercial litigation depositions equity fiduciary litigation health insurance Litigation LLC Mediation personal injury pleadings Probate stage trials
Practice Area:
Litigation - Appellate Litigation - Commercial Personal Injury Defense Litigation - Trusts & Estates - Defense Probate
Job Tags:
appeals appellate civil litigation commercial litigation depositions equity fiduciary litigation health insurance Litigation LLC Mediation personal injury pleadings Probate stage trials

Title: Litigation Associate Attorney Job Responsibilities: The Litigation Associate Attorney will be responsible for a variety of tasks related to civil litigation. The specific duties include: - Evaluating claims and developing case strategy - Conducting legal research and preparing written analyses - Drafting pleadings, motions,...

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Posted On Sep 15, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
appeals civil disputes civil litigation commercial litigation depositions equity Estate and Trust Estate Planning estates fiduciary fiduciary litigation health insurance Litigation LLC Mediation personal injury pleadings Probate probate litigation trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
appeals civil disputes civil litigation commercial litigation depositions equity Estate and Trust Estate Planning estates fiduciary fiduciary litigation health insurance Litigation LLC Mediation personal injury pleadings Probate probate litigation trusts

sophisticated legal matters primarily focused on litigation within the Trusts & Estates / Probate Litigation practice. Key responsibilities include: - Managing and litigating cases related to will contests, probate disputes, trust and estate litigation, fiduciary-duty and beneficiary disputes, contested... accountings, guardiansh...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy fiduciary Partnership private client Taxation
Job Tags:
Energy fiduciary Partnership private client Taxation

Title: Not For Profit Tax Supervisor Job Responsibilities: - Review annual employee benefit tax returns and unrelated business income tax returns for a diverse client base. - Review relevant state income tax returns and annual state charitable registration forms. - Research and resolve tax-exempt...

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Posted On Aug 04, 26
Full-time 1 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a Trust and Estate Associate to join its practice in Voorhees, NJ. The ideal candidate will have three to five years of experience and be admitted to both the New Jersey and Pennsylvania Bars. Experience in...

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